Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Hévéa Equilibre C (0P00000V8J)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
307.250 +0.230    +0.07%
23/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 78.97M
Type:  Fund
Market:  France
Issuer:  Société Générale Gestion
ISIN:  FR0007020482 
Asset Class:  Equity
Hévéa Equilibre C 307.250 +0.230 +0.07%

0P00000V8J Overview

 
Find basic information about the Hévéa Equilibre C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000V8J MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change6.93%
Prev. Close307.02
Risk Rating
TTM Yield0%
ROE15.54%
IssuerSociété Générale Gestion
TurnoverN/A
ROA4.72%
Inception DateApr 17, 1998
Total Assets78.97M
Expenses1.82%
Min. Investment150
Market Cap24.34B
CategoryEUR Moderate Allocation - Global
What is your sentiment on Hévéa Equilibre C?
or
Market is currently closed. Voting is open during market hours.

Hévéa Equilibre C Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1072 1017 1106 1067 1228 1553
Fund Return 7.19% 1.75% 10.55% 2.18% 4.2% 4.5%
Place in category 2304 2344 2300 897 599 218
% in Category 75 76 74 37 29 18

Top Equity Funds by Société Générale Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  SG Flexible PC 2.37B 5.18 1.40 2.05
  FR0010407247 896.57M 29.39 10.64 12.81
  QS0002905659 259.7M 1.25 -2.47 7.01
  FR0000444275 117.38M 0.17 -4.17 3.23
  FR0010148346 70.12M -6.87 -7.89 2.54

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Carmignac Patrimoine A EUR Ydis 6.14B 6.98 -0.55 1.26
  FR0010306142 6.14B 6.48 -1.05 0.89
  Carmignac Patrimoine A EUR Acc 6.14B 6.98 -0.58 1.38
  QS0009079318 1.95B 5.32 1.43 3.09
  Aviva Investors Valorisation 1.49B 10.39 2.48 4.56

Top Holdings

Name ISIN Weight % Last Change %
Amundi IS JP Morgan GBI Glbl Gvs IE-C LU1435162026 11.22 - -
  Amundi ETF Govt Bond EuroMTS Broad Investment Grad LU1681046261 8.62 220.66 +0.05%
Amundi Fds Euroland Equity Z EUR C LU1880392607 8.44 - -
  Amundi Index Solutions - Amundi Index MSCI EMU IE- LU0389810994 6.73 2,480.040 +0.05%
  Amundi MSCI USA UCITS LU1681042864 5.60 709.34 -0.69%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00000V8J Comments

Write your thoughts about Hévéa Equilibre C
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email